We like to serve ordinary people and help them do extraordinary things.
1. WHO WE SERVE
We help a select group of families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, business professionals, entrepreneurs and multi-generational families, who have all accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence and leave a lasting legacy.
2. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b. Thought leadership and behavioral coaching
c. Help to organize, build, protect and transfer wealth
3. WHAT WE LOOK FOR IN CLIENTS
a. Goals driven
b. Serious long term investor
c. Responsive and willing to follow through on our advice
4. OUR PHILOSOPHY
A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track.
5. WHY ME
I began my Edward Jones career in 2017 as a financial advisor in Wilmette and received the firm's coveted Ted Jones Prospecting Award in my first year. With an MBA from Kellogg and over twenty years of business experience across blue chip multinationals, I offer a unique set of experiences and a great depth of knowledge and acumen to empower my clients to make smart life decisions and investment choices. I strive to help my clients make sense of investing and bring a disciplined and comprehensive approach.
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address1000 Skokie Blvd Suite 310
Wilmette, IL 60091
Phone NumberKrishna Kumar at (847) 251-3186
|Mon||08:00AM - 06:00PM|
|Tue||08:00AM - 06:00PM|
|Wed||08:00AM - 06:00PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 06:00PM|
|Sat||09:00AM - 01:00PM|
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